Steward Partners Investment Advisory’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$719K	Buy	11,486 +10,315	+881%	+$645K	0.01%	1132
2025 Q1	$66.5K	Buy	1,171 +871	+290%	+$49.5K	﹤0.01%	2233
2024 Q4	$18K	Buy	+300	New	+$18K	﹤0.01%	2844
2021 Q2	–	Sell	-160	Closed	-$5.91K	–	7409
2021 Q1	$5.91K	Buy	+160	New	+$5.91K	﹤0.01%	2971